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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $477M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1557 New
Page 60 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 JAMF HLDG CORP 64.0 NEW
1182 AMCOR PLC 63.0 NEW
1183 CRESCENT BIOPHARMA INC. 40.0 NEW
1184 GCI LIBERTY INC 18.0 NEW
1185 INFINITY NAT RES INC 46.0 NEW
1186 KINIKSA PHARMACEUTICALS INTL 24.0 NEW
1187 PAYSAFE LIMITED 84.0 NEW
1188 GUESS INC 50.0 NEW
1189 GLOBUS MED INC 6.0 NEW
1190 CNH INDL N V 47.0 NEW
1191 TEADS HLDG CO 734.0 NEW
1192 SES AI CORPORATION 500.0 NEW
1193 OPENDOOR TECHNOLOGIES INC 59.0 NEW
1194 OPENDOOR TECHNOLOGIES INC 59.0 NEW
1195 PIPER SANDLER COMPANIES 1.0 NEW
1196 POLESTAR AUTOMOTIVE HLDG UK 5.0 NEW
1197 OPENDOOR TECHNOLOGIES INC 59.0 NEW
1198 PRECISION BIOSCIENCES INC 103.0 NEW
1199 ON24 INC 86.0 NEW
1200 OCCIDENTAL PETE CORP 23.0 NEW
Page 60 of 78  ·  1,557 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.2%
Energy 18.0%
Financial Services 16.2%
Consumer Cyclical 15.5%
Industrials 9.2%
Healthcare 5.2%
Communication Services 5.1%
Consumer Defensive 2.7%
Real Estate 1.3%
Utilities 1.0%